Best Financial Advisors in Kettering, OH

The highest-rated Financial Planning & Wealth Management companies out of 130 vetted & reviewed in the Kettering area.

Secure Future Advisors

Secure Future Advisors

(1)
“Excellent customized financial planning”
Free Initial Consultation
In Business Since 2012
4489 Far Hills Ave, Kettering, OH
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Birchcreek Wealth Management

Birchcreek Wealth Management

(2)
“His understanding of the market, availability and conscientiousness are second to none.”
In Business Since 2019
Serving Kettering Area
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ML Logan & Associates

ML Logan & Associates

(5)
Tax Services, Quickbooks Services, Business Services
“Mike is delightful, helpful, and knowledgeable.”
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2006
2529 Wilmington Pike Rear, Dayton, OH
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Thorn Lewis + Duncan

Thorn Lewis + Duncan

(1)
IT Controls, State & Local Taxes, Tax Compliance
“Excellent skills in managing income tax preparation.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1989
40 N Main St #2000, Dayton, OH
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Bradstreet & Company Cpas

Bradstreet & Company Cpas

(3)
“As an owner of a couple dental offices, it was important to me to find someone that can stay organized with all the small details needed in supporting me with my accounting needs.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1998
388 Regency Ridge Dr, Dayton, OH
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Anderson Financial Strategies

Anderson Financial Strategies

(4)
Schedule A Meeting, What We Do
“He not only makes great financial decisions but he communicates with clients on a regular basis so you not only know how your investments are doing but the market in general.”
Family Business
Transparent Fees & Pricing
In Business Since 2012
Stratacache Tower, 2500, 40 N Main St #2500, Dayton, OH
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Covenant Planning

Covenant Planning

(2)
Fees, Covenant Medicare, Covenant Social Security Center
“Not only do they understand the shift in planning and investment strategy at retirement, they also understand that to be an effective advisor, the amount of compassion and understanding has to match the level of expertise.”
Transparent Fees & Pricing
In Business Since 2019
1800 Lyons Rd, Dayton, OH
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Westminster Financial Sec

Westminster Financial Sec

Westminster Financial Agencies, Westminster Financial Advisory, Corp, Westminster Financial Securities, Inc.
“The information provided is obtained from sources deemed to be reliable, but Westminster Financial Securities, Inc. cannot guarantee the accuracy or completeness of the information or make any warranties with regards to the results obtained from its ...”
Family Business
Licensed, BBB Rating: A+
In Business Since 1989
40 N Main St #2400, Dayton, OH
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Gudorf Financial Group

Gudorf Financial Group

(4)
Tax Planning, Retirement Income, Social Security and Medicare
“I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way.”
In Business Since 2020
8145 N Main St, Dayton, OH
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Alternative Divorce Solutions

Alternative Divorce Solutions

(2)
“I worked most closely with Alyssa who was always available for a call or meeting, typically on very short notice which was so helpful when quick or new deadlines arose.”
Free Initial Consultation
In Business Since 2018
6500 Centerville Business Pkwy, Dayton, OH
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Consumer Credit Counseling Service

Consumer Credit Counseling Service

(1)
“Very helpfull”
In Business Since 2007
660 S Main St, Dayton, OH
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ABN Financial

ABN Financial

(1)
“Cares about and serves families.”
Remote Consultations Available
In Business Since 2011
1301 Lyons Rd H, Dayton, OH
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Guardian Financial Group

Guardian Financial Group

(2)
Education Funding, Tax Planning, Insurance Analysis
“Great advice from great advisors - they have extensive knowledge in their field and have done very well with my investments.”
Transparent Fees & Pricing
In Business Since 2015
Serving Kettering Area
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Axim Wealth Management

Axim Wealth Management

“With decades of combined experience, we have been helping individuals just like you. With our trademark process,The Retirement Blueprint™we have changed the way people look at their future. This process addresses each of the 5 key areas of planning.A...”
Free Initial Consultation
In Business Since 2017
8379 Yankee St, Dayton, OH
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Riegel Financial

Riegel Financial

Selecting the Right Insurance, Professional Portfolio Management, Estate Planning
“Stay on track, in compliance and on the best path throughout the year to meet your tax goals. As part of our family, we don't just help you with where you are going, we help you along the way too. That means connecting with a CPA team that truly care...”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1978
313 E Stroop Rd, Dayton, OH
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Tudor Financial

Tudor Financial

Tax Guidance, Asset Protection Reviews, Financial and Estate Planning
“What is most important to you now? Tudor helps you focus on current priorities while retaining a vision of your overall financial picture. Lifetime financial success hinges on growing productive assets, protecting accumulated wealth and ultimately ge...”
In Business Since 2006
8111 Timberlodge Trail, Dayton, OH
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Adams Wealth Management Group

Adams Wealth Management Group

Lifestyle, Investment, Insurance
“Adams Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've always provided the most personal service available, thus building trusting relationships with our clients. We strive to ...”
In Business Since 2005
7990 Clyo Rd, Dayton, OH
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Lake Forest Financial Advisors

Lake Forest Financial Advisors

(1)
Individual Financial Consulting Service, Individual Planning Services
“Whether it helping a physician at Kettering Health Network with their customized disability protection or a young couple with their life insurance, he's the best.”
Transparent Fees & Pricing
In Business Since 2022
Serving Kettering Area
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Russell Total Wealth and Wellness

Russell Total Wealth and Wellness

(2)
“Recommend”
In Business Since 2012
One Russell Pl, Dayton, OH
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Davenport Financial Group

Davenport Financial Group

(2)
“I have worked with Cory for several years now.”
In Business Since 2017
267 Regency Ridge Dr, Dayton, OH
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McGillivary & Ippisch Wealth Advisors

McGillivary & Ippisch Wealth Advisors

(1)
“I highly recommend Tim and his team if you are looking for a financial advisor.”
In Business Since 1998
2299 Miamisburg Centerville Rd, Dayton, OH
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Dillhoff Financial Services

Dillhoff Financial Services

“Every financial journey tells a story. For some, it's all about home and family. For others, it's about living an adventurous life traveling the world. Whatever shape your dreams take, we look forward to helping you make them a reality.”
In Business Since 2011
7026 Corporate Way Suite 100, Dayton, OH
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Private Investment Group

Private Investment Group

“The Private Investment Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of ...”
Accepts Cash
In Business Since 2001
800 E Franklin St, Dayton, OH
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Swindon Springer & Co

Swindon Springer & Co

(2)
Business Valuation / Litigation Support, Tax Services, Audit & Accounting
“They have always been very helpful and knowledgeable about my situations.”
In Business Since 2001
Serving Kettering Area
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Retirement Planning and Investment Management Services in Kettering, OH Cost Estimates

Minimum cost
$1048
Maximum cost
$8903
National Average
$3142
Avg Per Hour Rates
$315
$2095
$5761
Typical price range is based on 407 cost profiles
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Average Cost $3142
Minimum cost $1048
Maximum cost $8903
Avg Per Hour Rates $315

Typical range $2095 to $5761 is based on 407 cost profiles.

Why these companies made our list

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